Setting Event Options

See Also

Permissions required

Set User Options - To define and modify Options in the Options dialog box.

You can choose the events to be displayed in the Preview pane for a selected Interaction in an Interaction-based Workspace, the Conversation pane of the Interaction window, and the History tab in all Object windows. You can also set the font in which the events must be displayed.

Example  If you clear the selection of the Assign, Categorize, and Closed Interaction events, these events are not displayed in the Preview pane of an Interaction-based Workspace, and the Conversation pane of the Interaction window.

About Object Events

In the Events tab of the Options dialog box, you can configure unique font settings in which you want to view events for a specific Object. These events are displayed in the modified font in the History tab of the Object window.

For the Interaction Object, you can configure unique font settings in which you want to view events recorded for Contact and User messages received through various Media. These events are displayed in the modified font in the Preview pane for a selected Interaction in an Interaction-based Workspace, in the Conversation pane, and in History tab of the Interaction window.

The font settings are specific to a User’s Talisma login credentials.

To Set Event Options

1.  From the Tools menu, select Options.

The Options dialog box is displayed with the General tab selected.

2.  Click the Events tab.

3.  From the Select Object list, select the required Object.

4.  From the Show the following events list, select the events you want to view.

5.  Click OK.

Your Event Options are configured.

Note  •   Ensure that you specify a font size available in the Size list in the Font dialog box. If you specify a font size that is not available in the Size list, content in the History tab, and the Conversation pane of the Interaction Window is displayed in font size 10. •   You can set the font for multiple Interaction-based events in the Events tab of the Options dialog box. To select adjacent events, select the first event whose font you want to modify, and use the SHIFT key to select the last event. To select random events, select the first event, and use the CTRL key to select subsequent events. •   By default, all events in Talisma are displayed with the following font specifications: ◦   Font: MS Sans Serif. ◦   Font Style: Regular. ◦   Size: 8. ◦   Color: Blue.